Sales efficiency depends on keeping communication and data in sync. Integrating Slack and Salesforce helps by linking your communication platform with your CRM.
This integration enables real-time updates, automated workflows, and quicker collaboration. Looking for the best way to connect these two tools? We’ll show you just how to do it in this guide.
By the end, you’ll learn:
- What Salesforce-to-Slack integration is and how it works.
- Different methods to connect Slack with Salesforce.
- 5 key benefits that enhance productivity and communication.
What Exactly Is a Salesforce and Slack Integration?
The Salesforce to Slack integration streamlines workflows, communication, and data sharing between the platforms. It enables real-time access to Salesforce records within Slack, allowing users to view, update, and collaborate on customer information without switching between apps.
It increases productivity by decreasing your team’s time in Salesforce. It can also reduce the number of Salesforce licenses you need since team members can access some information from within Slack instead.
How a Slack and Salesforce Integration Works
Integrating Slack with Salesforce connects your CRM data with Slack channels or messages. Once set up, this allows real-time data sharing between the two platforms.
Key features include receiving automatic notifications in Slack when Salesforce records change. For example, alerts for new leads, closed deals, or support case updates can appear directly in Slack channels. You can also search for Salesforce records within Slack and even update certain fields without leaving the chat, among other things. The ultimate goal is to decrease the time your team spends navigating Salesforce.
3 Different Ways You Can Integrate Slack with Salesforce
There are several ways to set up the integration, and the best method depends on your specific needs and use cases.
Let’s take a look at the three different options available to you.
- Salesforce Apps for Slack
Salesforce offers several Slack apps to support different use cases. While no single app covers everything, you can combine multiple apps to create workflows that fit your needs.
Here’s a breakdown of each app, including the pros and cons.
Salesforce for Slack
This app offers a basic integration by linking Slack users to their Salesforce profiles and enabling link unfurling. It’s useful for simple connectivity and sharing Salesforce links within Slack. The advantage is its ease of use and quick setup. However, it doesn’t support viewing or editing Salesforce records, limiting its functionality for teams needing deeper integration.
Sales Cloud for Slack
Sales Cloud for Slack helps sales teams manage opportunities, leads, contacts, and accounts directly within Slack. You can view, create, and edit records without switching back to Salesforce, streamlining deal tracking and communication. However, it doesn’t help service or analytics teams because it focuses solely on sales tasks.
PRM (Partner Relationship Management) for Slack
PRM for Slack is designed for partner sales channels. It allows partners to manage opportunities and view Einstein Discovery predictions within Slack, improving collaboration and keeping partners informed. However, it requires partners to use Slack, which may not be feasible for all external teams.
Service Cloud for Slack
This app supports case management and incident tracking for support teams. It enables swarming, a feature where agents collaborate to resolve complex issues quickly. The advantages are faster problem-solving and better customer service. However, it doesn’t offer functionality for sales tasks or analytics, making it useful only for support teams.
CRM Analytics for Slack
CRM Analytics for Slack allows teams to view, share, and subscribe to dashboards and reports directly within Slack. It helps keep analytics insights top-of-mind without opening Salesforce. While powerful for analytics needs, it requires separate installation and is limited to teams focused on data reporting.
- Custom Integrations Using APIs
If your organization needs bespoke workflows, you can create customer integrations with the Slack and Salesforce APIs. The most significant advantage of this approach is that it allows you to automate tasks and design processes specific to your business.
For example, you can set up a custom alert in Slack whenever a lead reaches a particular stage in Salesforce. You could also sync unique fields from Salesforce to Slack, such as customer preferences or custom deal statuses. Custom integrations can include complex workflows like approval processes, task assignments, or reminders.
That said, building these integrations typically requires developer support. Both Slack and Salesforce offer detailed API documentation to guide the process. But you have to bear in mind that this option can be quite costly. You’ll likely need ongoing support as your needs change over time, so you’ll need an ongoing line item in your budget to account for the additional technical support to build and maintain the workflows.
Of course, if you want complete control and have the technical resources to manage everything, that’s the way to go.
- Momentum
The third option is using a tool like Momentum. Momentum is an enterprise listening platform that transforms customer engagement into actionable insights. It captures data from sales meetings, emails, phone calls, SMS conversations, and support tickets, structures it, and syncs it automatically with Salesforce. This helps revenue teams extract valuable information to improve decision-making, increase productivity, and drive growth.
One of Momentum’s superpowers is that it supports a seamless integration between Slack and Salesforce, making it easier for sales teams to stay informed and take action. Momentum bridges the gap between conversations and CRM data by delivering smart Slack notifications based on Salesforce updates and AI-extracted call insights.
For example, with Momentum, sales reps receive automatic alerts for key events like Closed-Won deals, stale leads, or pipeline changes—all within Slack. These notifications ensure that the right people take the right actions at the right time. Teams can also customize alerts to match their sales processes, helping them stay on top of every opportunity. They can then update Salesforce records, create a new lead or opportunity, or log their call notes either automatically using AI or manually without leaving Slack.
Another cool thing about Momentum is how it integrates with other sales tools. For instance, it can pull call insights from platforms like Zoom, Gong, Google Meet, and Chorus and feed them straight into Slack and Salesforce.
📖 Related Read: 8 Tools You Need in Your B2B Sales Tech Stack
If you’re running outreach sequences in Salesloft or Outreach, Momentum helps you keep the flow going. Need to create tasks in Asana or Jira? Easy. Got a customer issue for Zendesk? Fire off a ticket right from Slack.
With all your tools talking to each other, your team can eliminate information gaps. That means everyone on your team knows what’s happening, and no one wastes time jumping between apps. You stay on top of deals, follow-ups, and tasks—without the chaos.
5 Benefits of Integrating Slack with Salesforce
Connecting Slack with Salesforce just makes sense—the benefits are clear. Here’s a quick rundown of what you can gain if you’re not already aware:
1. Centralized information access: Sales reps can access Salesforce records directly from Slack. This reduces the need to switch between platforms, keeping all necessary information in one place. It ensures that everyone stays aligned without losing time.
2. Faster decision-making: With real-time updates in Slack, sales leaders can quickly review deal progress and provide immediate feedback. This helps teams make informed decisions faster and keeps momentum high during critical stages.
3. Improved task management: Integration helps automate task creation and assignment in Salesforce based on Slack conversations. For example, a quick Slack chat can trigger a follow-up task, ensuring no action items are missed.
4. Better cross-department collaboration: Sales, marketing, product, and support teams can collaborate seamlessly. Customer insights from Salesforce can be shared instantly in Slack, helping all departments stay informed and aligned on customer needs.
5. Reduced context switching: Salespeople are drowning in tools, with 66% feeling overwhelmed by the number of platforms they use. Constant app-switching disrupts focus and lowers productivity. In fact, 43% of knowledge workers report that it hurts their ability to concentrate. Integrating Slack with Salesforce centralizes updates, tasks, and collaboration in one workspace. This reduces context switching and helps reps stay focused on selling.
To Sum Up…
High-performance sales teams design workflows that support their sales efforts—not the other way around. That’s why a Slack to Salesforce integration is valuable for streamlining processes and reducing the overwhelming task of managing multiple platforms. This helps you work more efficiently and focus on closing more deals.
If you’re looking for a sales tool that not only supports integrating Slack with Salesforce but also provides features like AI call summaries, spotless AI-powered follow-ups, CRM backfill, and more, Momentum is here to help.
Get in touch with us today to learn more!
FAQs About Slack-Salesforce Integration
1. What is the fastest way to set up Slack and Salesforce integration?
The fastest way is using Salesforce’s official Slack apps like Sales Cloud for Slack or Service Cloud for Slack. These apps are easy to install and require minimal setup. However, they offer basic features. If your team needs advanced capabilities like automated workflows, call insights, and custom notifications, third-party tools like Momentum may be a better fit.
2. Can I customize the criteria for triggering notifications with Momentum?
Yes, Momentum allows you to set detailed criteria based on any standard or custom Salesforce object. You can trigger notifications when specific fields are updated or meet certain conditions, ensuring your team gets relevant, timely alerts.
3. Can Momentum handle advanced notification workflows?
Momentum supports features like scheduled notifications and conditional delivery. You can schedule reminders based on event dates or send notifications to different Slack channels depending on deal size, making your workflows smarter and more efficient.